<!DOCTYPE html>


  <html class="light page-post">


<head>
  <meta charset="utf-8">
  
  <title>七翻身 | Bright</title>

  <meta name="viewport" content="width=device-width, initial-scale=1, maximum-scale=1">

  
    <meta name="keywords" content="股票,复盘," />
  

  <meta name="description" content="五穷六绝七翻身华为回顾4月以后的行情，419那天开始，科技股集体异动到现在，已经有2个半月，单纯看板块指数，锂电池在异动爆发开始算起的15天内，仅仅回调了1%，而同期的5G，光伏，华为等同属的科技版块，在暴动的15天内却调整了6-7%。可以看得出来，华为线实际上在开始的那几天，走的是比锂电池要弱的，但是在经过后面几天不断的消息刺激，短期的爆发力却要超过锂电池。典型的例子就像全民讨论的鸿蒙，北汽极狐">
<meta property="og:type" content="article">
<meta property="og:title" content="七翻身">
<meta property="og:url" content="http://example.com/2021/07/05/%E6%97%A0%E7%A9%B7%E5%85%AD%E7%BB%9D%E4%B8%83%E7%BF%BB%E8%BA%AB/index.html">
<meta property="og:site_name" content="Bright">
<meta property="og:description" content="五穷六绝七翻身华为回顾4月以后的行情，419那天开始，科技股集体异动到现在，已经有2个半月，单纯看板块指数，锂电池在异动爆发开始算起的15天内，仅仅回调了1%，而同期的5G，光伏，华为等同属的科技版块，在暴动的15天内却调整了6-7%。可以看得出来，华为线实际上在开始的那几天，走的是比锂电池要弱的，但是在经过后面几天不断的消息刺激，短期的爆发力却要超过锂电池。典型的例子就像全民讨论的鸿蒙，北汽极狐">
<meta property="og:locale" content="zh_CN">
<meta property="og:image" content="https://gitee.com/bright_rock/image_host/raw/master/img/20210705224532.png">
<meta property="og:image" content="https://gitee.com/bright_rock/image_host/raw/master/img/20210705225458.png">
<meta property="article:published_time" content="2021-07-05T14:34:00.000Z">
<meta property="article:modified_time" content="2021-07-05T15:14:04.049Z">
<meta property="article:author" content="璀璨丶">
<meta property="article:tag" content="股票">
<meta property="article:tag" content="复盘">
<meta name="twitter:card" content="summary">
<meta name="twitter:image" content="https://gitee.com/bright_rock/image_host/raw/master/img/20210705224532.png">

  

  
    <link rel="icon" href="/favicon.ico">
  

  <link href="/css/styles.css?v=c114cbeddx" rel="stylesheet">


  
    
<link rel="stylesheet" href="/css/personal-style.css">

  

  
<!-- Google Analytics -->
<script type="text/javascript">
(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){
(i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o),
m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m)
})(window,document,'script','//www.google-analytics.com/analytics.js','ga');

ga('create', 'UA-38189205-1', 'auto');
ga('send', 'pageview');

</script>
<!-- End Google Analytics -->


  
  <script type="text/javascript">
    var _hmt = _hmt || [];
    (function() {
      var hm = document.createElement("script");
      hm.src = "//hm.baidu.com/hm.js?57e94d016e201fba3603a8a2b0263af0";
      var s = document.getElementsByTagName("script")[0];
      s.parentNode.insertBefore(hm, s);
    })();
  </script>


  
  <script type="text/javascript">
	(function(){
	    var bp = document.createElement('script');
	    var curProtocol = window.location.protocol.split(':')[0];
	    if (curProtocol === 'https') {
	        bp.src = 'https://zz.bdstatic.com/linksubmit/push.js';        
	    }
	    else {
	        bp.src = 'http://push.zhanzhang.baidu.com/push.js';
	    }
	    var s = document.getElementsByTagName("script")[0];
	    s.parentNode.insertBefore(bp, s);
	})();
  </script>



  
    <script async src="https://busuanzi.ibruce.info/busuanzi/2.3/busuanzi.pure.mini.js"></script>
    <link rel="stylesheet" href="//cdn.bootcss.com/font-awesome/4.3.0/css/font-awesome.min.css">
  

<meta name="generator" content="Hexo 5.2.0"></head>

<body>


  
    <span id="toolbox-mobile" class="toolbox-mobile">盒子</span>
  

  <div class="post-header CENTER">
   
  <div class="toolbox">
    <a class="toolbox-entry" href="/">
      <span class="toolbox-entry-text">盒子</span>
      <i class="icon-angle-down"></i>
      <i class="icon-home"></i>
    </a>
    <ul class="list-toolbox">
      
        <li class="item-toolbox">
          <a
            class="CIRCLE"
            href="/archives/"
            rel="noopener noreferrer"
            target="_self"
            >
            博客
          </a>
        </li>
      
        <li class="item-toolbox">
          <a
            class="CIRCLE"
            href="/category/"
            rel="noopener noreferrer"
            target="_self"
            >
            分类
          </a>
        </li>
      
        <li class="item-toolbox">
          <a
            class="CIRCLE"
            href="/tag/"
            rel="noopener noreferrer"
            target="_self"
            >
            标签
          </a>
        </li>
      
        <li class="item-toolbox">
          <a
            class="CIRCLE"
            href="/link/"
            rel="noopener noreferrer"
            target="_self"
            >
            友链
          </a>
        </li>
      
        <li class="item-toolbox">
          <a
            class="CIRCLE"
            href="/about/"
            rel="noopener noreferrer"
            target="_self"
            >
            关于
          </a>
        </li>
      
        <li class="item-toolbox">
          <a
            class="CIRCLE"
            href="/atom.xml"
            rel="noopener noreferrer"
            target="_blank"
            >
            RSS
          </a>
        </li>
      
        <li class="item-toolbox">
          <a
            class="CIRCLE"
            href="/search/"
            rel="noopener noreferrer"
            target="_self"
            >
            搜索
          </a>
        </li>
      
    </ul>
  </div>


</div>


  <div id="toc" class="toc-article">
    <strong class="toc-title">文章目录</strong>
    <ol class="toc"><li class="toc-item toc-level-1"><a class="toc-link" href="#%E4%BA%94%E7%A9%B7%E5%85%AD%E7%BB%9D%E4%B8%83%E7%BF%BB%E8%BA%AB"><span class="toc-text">五穷六绝七翻身</span></a><ol class="toc-child"><li class="toc-item toc-level-2"><a class="toc-link" href="#%E5%8D%8E%E4%B8%BA"><span class="toc-text">华为</span></a></li><li class="toc-item toc-level-2"><a class="toc-link" href="#%E9%94%82%E7%94%B5"><span class="toc-text">锂电</span></a><ol class="toc-child"><li class="toc-item toc-level-3"><a class="toc-link" href="#%E7%B1%BB%E4%BC%BC%E8%B5%B0%E5%8A%BF"><span class="toc-text">类似走势</span></a></li></ol></li><li class="toc-item toc-level-2"><a class="toc-link" href="#%E5%B8%82%E5%9C%BA"><span class="toc-text">市场</span></a></li><li class="toc-item toc-level-2"><a class="toc-link" href="#%E4%B8%8B%E8%B7%8C"><span class="toc-text">下跌</span></a></li><li class="toc-item toc-level-2"><a class="toc-link" href="#%E7%BB%93%E8%AF%AD"><span class="toc-text">结语</span></a></li></ol></li></ol>
  </div>



<div class="content content-post CENTER">
   <article id="post-无穷六绝七翻身" class="article article-type-post" itemprop="blogPost">
  <header class="article-header">
    <h1 class="post-title">七翻身</h1>

    <div class="article-meta">
      <span>
        <i class="icon-calendar"></i>
        <span>2021.07.05</span>
      </span>

      
        <span class="article-author">
          <i class="icon-user"></i>
          <span>璀璨丶</span>
        </span>
      

      
  <span class="article-category">
    <i class="icon-list"></i>
    <a class="article-category-link" href="/categories/%E5%A4%8D%E7%9B%98/">复盘</a>
  </span>



      

      
      <i class="fa fa-eye"></i> 
        <span id="busuanzi_container_page_pv">
           &nbsp热度 <span id="busuanzi_value_page_pv">
           <i class="fa fa-spinner fa-spin"></i></span>℃
        </span>
      
      
    </div>
  </header>

  <div class="article-content">
    
      <h1 id="五穷六绝七翻身"><a href="#五穷六绝七翻身" class="headerlink" title="五穷六绝七翻身"></a>五穷六绝七翻身</h1><h2 id="华为"><a href="#华为" class="headerlink" title="华为"></a>华为</h2><p>回顾4月以后的行情，419那天开始，科技股集体异动到现在，已经有2个半月，单纯看板块指数，锂电池在异动爆发开始算起的15天内，仅仅回调了1%，而同期的5G，光伏，华为等同属的科技版块，在暴动的15天内却调整了6-7%。可以看得出来，华为线实际上在开始的那几天，走的是比锂电池要弱的，但是在经过后面几天不断的消息刺激，短期的爆发力却要超过锂电池。典型的例子就像全民讨论的鸿蒙，北汽极狐等。股票二级市场上表现亮眼的也有润和软件这个短线最大的股票。以上足见华为沾边的附加属性。</p>
<h2 id="锂电"><a href="#锂电" class="headerlink" title="锂电"></a>锂电</h2><p>今天锂电高潮，客观原因有一个，是无锡电子盘新上市的碳酸锂远期合约上市即涨停，刺激了二级市场，让锂电池版块一度成为反弹先锋，板块涨停数量多达26个，冠绝A股。</p>
<p>查询软件也能看得出来，锂的现货走势确实很强，走了半年以上的单边上涨，如下：</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210705224532.png" alt="image-20210705224530990"></p>
<p>在此记录一下我认为的一个标志性的股票，非荐股</p>
<p>300390 —天华超净，标准的宁德时代概念股，锂电池产业链深度绑定。</p>
<p>过去的1年里，走势跟宁德时代正相关，但是今天趁着锂电行情很热，进行了20cm的早盘加速，上一次大阳加速是5月28日，暂以记录</p>
<p><img src="https://gitee.com/bright_rock/image_host/raw/master/img/20210705225458.png" alt="image-20210705225457060"></p>
<h3 id="类似走势"><a href="#类似走势" class="headerlink" title="类似走势"></a>类似走势</h3><p>中矿资源，融捷股份，永兴材料，西藏矿业，西藏城投</p>
<h2 id="市场"><a href="#市场" class="headerlink" title="市场"></a>市场</h2><p>今天是情绪转好的1天，但是似乎不该过分看空锂电池，尽管每次板块集体高潮的次日都很容易出现分化。目前来看，锂电池板块的资金介入程度很深，盐湖股份的复牌还没有落地，还有几天可看。</p>
<p>暂时预判这一轮的锂电池行情，板块指数还有新高，阶段的新高杀手可能是盐湖股份的重新上市。</p>
<h2 id="下跌"><a href="#下跌" class="headerlink" title="下跌"></a>下跌</h2><p>今天CRO板块连跌两天，尤其是以科创板美迪西为代表。</p>
<p>但是另一方面，瑞银上海花园大手笔买入制药板块的奥翔药业，市场表现，很有意思，似乎就是在业绩好的做高切低。</p>
<h2 id="结语"><a href="#结语" class="headerlink" title="结语"></a>结语</h2><p>希望结束这短线连板如同灾难般的5月，7月有个美好的开始。</p>
<p>仰望星空，脚踏实地。</p>

    
  </div>

</article>


   
  <div class="text-center donation">
    <div class="inner-donation">
      <span class="btn-donation">支持一下</span>
      <div class="donation-body">
        <div class="tip text-center">扫一扫，支持璀璨丶</div>
        <ul>
        
          <li class="item">
            
              <span>微信扫一扫</span>
            
            <img src="/images/qr-wechat.png" alt="">
          </li>
        
          <li class="item">
            
              <span>支付宝扫一扫</span>
            
            <img src="/images/qr-alipay.png" alt="">
          </li>
        
        </ul>
      </div>
    </div>
  </div>


   
  <div class="box-prev-next clearfix">
    <a class="show pull-left" href="/2021/06/14/%E3%80%906.14%E7%AB%AF%E5%8D%88%E3%80%916%E6%9C%88%E4%B8%8A%E5%8D%8A%E6%9C%88%E5%9B%9E%E9%A1%BE/">
        <i class="icon icon-angle-left"></i>
    </a>
    <a class="hide pull-right" href="/">
        <i class="icon icon-angle-right"></i>
    </a>
  </div>




</div>


  <a id="backTop" class="back-top">
    <i class="icon-angle-up"></i>
  </a>




  <div class="modal" id="modal">
  <span id="cover" class="cover hide"></span>
  <div id="modal-dialog" class="modal-dialog hide-dialog">
    <div class="modal-header">
      <span id="close" class="btn-close">关闭</span>
    </div>
    <hr>
    <div class="modal-body">
      <ul class="list-toolbox">
        
          <li class="item-toolbox">
            <a
              class="CIRCLE"
              href="/archives/"
              rel="noopener noreferrer"
              target="_self"
              >
              博客
            </a>
          </li>
        
          <li class="item-toolbox">
            <a
              class="CIRCLE"
              href="/category/"
              rel="noopener noreferrer"
              target="_self"
              >
              分类
            </a>
          </li>
        
          <li class="item-toolbox">
            <a
              class="CIRCLE"
              href="/tag/"
              rel="noopener noreferrer"
              target="_self"
              >
              标签
            </a>
          </li>
        
          <li class="item-toolbox">
            <a
              class="CIRCLE"
              href="/link/"
              rel="noopener noreferrer"
              target="_self"
              >
              友链
            </a>
          </li>
        
          <li class="item-toolbox">
            <a
              class="CIRCLE"
              href="/about/"
              rel="noopener noreferrer"
              target="_self"
              >
              关于
            </a>
          </li>
        
          <li class="item-toolbox">
            <a
              class="CIRCLE"
              href="/atom.xml"
              rel="noopener noreferrer"
              target="_blank"
              >
              RSS
            </a>
          </li>
        
          <li class="item-toolbox">
            <a
              class="CIRCLE"
              href="/search/"
              rel="noopener noreferrer"
              target="_self"
              >
              搜索
            </a>
          </li>
        
      </ul>

    </div>
  </div>
</div>



  
      <div class="fexo-comments comments-post">
    

    

    
    

    

    
    

    

<!-- Gitalk评论插件通用代码 -->
<div id="gitalk-container"></div>

<link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/gitalk@1/dist/gitalk.css">
<script src="https://cdn.jsdelivr.net/npm/gitalk@1/dist/gitalk.min.js"></script>
<script src="//cdn.bootcss.com/blueimp-md5/2.10.0/js/md5.js"></script>
<script>
const gitalk = new Gitalk({
  clientID: '277317290454635afa73',
  clientSecret: '78223c859304da5e8d71bfce136d436c6ff95c37',
  repo: 'blog-comment',
  owner: 'forsigner',
  // 在这里设置一下截取前50个字符串, 这是因为 github 对 label 的长度有了要求, 如果超过
  // 50个字符串则会报错.
  // id: location.pathname.split('/').pop().substring(0, 49),
  id: md5(location.pathname),
  admin: ['forsigner'],
  // facebook-like distraction free mode
  distractionFreeMode: false
})
gitalk.render('gitalk-container')
</script>
<!-- Gitalk代码结束 -->



  </div>

  

  <script type="text/javascript">
  function loadScript(url, callback) {
    var script = document.createElement('script')
    script.type = 'text/javascript';

    if (script.readyState) { //IE
      script.onreadystatechange = function() {
        if (script.readyState == 'loaded' ||
          script.readyState == 'complete') {
          script.onreadystatechange = null;
          callback();
        }
      };
    } else { //Others
      script.onload = function() {
        callback();
      };
    }

    script.src = url;
    document.getElementsByTagName('head')[0].appendChild(script);
  }

  window.onload = function() {
    loadScript('/js/bundle.js?235683', function() {
      // load success
    });
  }
</script>

</body>
</html>
